Jio Platforms

Based in Mumbai, Jio Platforms is widely regarded as one of India's flagship telecom operators. Its scale — about 95k people, around $16B in turnover — translates into genuine strategic weight across Asia Pacific.

Digital reinvention is no longer a marketing line: it is reshaping unit economics across customer acquisition, supply chain and after-sales.

“Jio Platforms is, in its category, exactly the kind of compounding regional champion the next decade of capital allocation will reward.”

Few catalysts on the horizon look bearish; the central scenario is a continued, controlled compounding story.